| Info |
|---|
Billing Rates established in the Client Module tab will only apply to schedules where the Client is the payer. If a third party (such as an insurance company) is the payer, then enter the Billing Rates on their record in the Payer Moduletab. |
- Go to In the Module.Select Relationship Management Module, select the Person or Organization for whom you want to setup a Billing Rate, so their information is displayed on the screen.
- Click the Scheduling Setup tool and select the Billing Rates tool to display any current billing rates. (A blank screen indicates that no billing rates are established for this person/third party payer and the system will instead use the billing rates setup in the Agency Office Module.)
- Click the Add tool.
Field | Explanation |
|---|---|
Valid From/To | By default, today's date is the Valid From date. There is no need to change the dates unless there is a specific time frame this rate should be valid. The rate is valid from 12:00am of the From Date through 11:59pm of the To Date. |
Rate Type | Choose the correct Rate Type for the billing rate you are entering. |
Call Type | Choose the correct Call Type for the billing rate you are entering. |
Specific Person (optional) | Leave this field blank, unless this billing rate is to be used only when |
a specific person is assigned to the schedule. |
(This would usually be when a particular caregiver is working the schedule, but you can also use this to make different rates for different clients on a third-party payer.) |
54. Now click the Edit All tool in the Shift Summary panel to add the Rate. Click Save.
65. Click Save to close the Billing Rate screen.
...